Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,153 | $96,678-4.7% | $86,640+6.4% | $139,466-33.9% |
| Participation rate | 47.4% | 74.4%-27.0pp | 71.7%-24.3pp | 80.3%-33.0pp |
| Annual return | 8.37% | 106.69%-98.3pp | 592.52%-584.1pp | 373.66%-365.3pp |
| Employer contribution / active EE | $1,672 | $3,265-48.8% | $3,024-44.7% | $4,754-64.8% |
| Participant deferral / active EE | $6,421 | $4,837+32.7% | $4,438+44.7% | $6,712-4.3% |
| Admin fee / account holder | $5,622 | $6,410-12.3% | $5,616+0.1% | $11,409-50.7% |